See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,249 | $133,922+81.6% | $116,228+109.3% | $142,382+70.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.66% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,515 | $3,446-27.0% | $2,994-16.0% | $4,299-41.5% |
| Participant deferral / active EE | $7,232 | $5,672+27.5% | $4,953+46.0% | $6,507+11.1% |
| Admin fee / account holder | $147 | $14,945-99.0% | $11,989-98.8% | $12,624-98.8% |